Our Education Partnerships

Investor education to achieve financial literacy is one element that will lead to contribute to good financial decision making, and hence, growth. S&P DJI is committed to provide complimentary index education and research. We partner with financial education institutions around the world to offer essential investor education programs.

Partners

Chartered Alternative Investment Analyst Association (CAIA)

The CAIA Association is a global professional credentialing body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments.

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CFA Institute Asia-Pacific Investment Research (ARX)

CFA Institute Asia-Pacific Research Exchange (ARX) offers free access to more than 3000 research articles from industry professionals, financial institutions, scholars, regulators, and CFA charterholders.

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Kaplan Australia

Kaplan Professional provides personalised, guided and blended learning to help working professionals achieve their education and career goals.

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SMSF Association

The SMSF Association is the independent body representing Australia’s self-managed super fund sector. SMSF Connect includes up to date information on the latest SMSF and superannuation news, education resources, checklists, information sheets, events, webinars, videos and more.

Learn more


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    Diversification

    Because historically, factors have exhibited relatively low correlations, they can be helpful in diversifying a portfolio.

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    U.S. Core

    Large-caps, mid-caps and small-caps for the basis of portfolios

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    Nanotechnology

    Companies involved in the nanotechnology industry. This includes companies that produce nanoscale materials, as well as those that use nanotechnology in their production lines or that build machines capable of measuring information at the nanoscale.

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Contact Us

Americas
Wilson S
Product Manager, Custom Indices
+1.212.438.4509
Asia Pacific
Vino kong
Product Manager, Custom Indices
+1.212.438.4509
EMEA
Michael Mell
Product Manager, Custom Indices
+1.212.438.4509
Lia Lowe
Product Manager, Custom Indices
+1.212.438.4509
Global
Akita
Product Manager, Custom Indices
+1.212.438.4509

Contact Us

 
Shaun Wurzbach
Shaun Wurzbach
Managing Director and Head of Financial Advisor Channel
 
Ed Ware
Ed Ware
Senior Director, Eastern Region
 
Brent Kopp
Brent Kopp
Senior Director, Central Region
 
Travis Robinson
Travis Robinson
Senior Director, Head of Canada
 
Margaret Dorn
Margaret Dorn
Senior Director, Southwestern Region
 
Deborah Draeger
Deborah Draeger
Senior Director, Southeastern Region

  • Liquidity

    Liquidity

    To promote investability, the weight of each commodity in the S&P GSCI® is based on its volume of futures contracts traded. As a result, the index tends to have higher weights in crude oil, natural gas, and heating oil. The DJCI employs a simple, straightforward, equal-weighted approach, so that one-third of the index is devoted to agriculture and livestock, one-third to energy, and one-third to metals.

  • Scan

    Scan the universe of public companies.

  • Equities

    Equities are represented by the S&P 500®


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  • Constituent Selection

    Constituent Selection

    Starting with a market-cap index as the universe, companies are screened for liquidity and to remove companies certified as “High Non-Disclosing Carbon Emitters.” Remaining companies are included in the index.

  • Index Construction

    Index Construction
    Stocks are assigned to Select Sector indices based on their Global Industry Classification Standard (GICS®) sector categorizations.


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    The S&P MidCap 400®: Outperformance and Potential Applications

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    Dividends

    Dividend strategies for a range of objectives

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